MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

CRD 291599File 801-112370

APPROVED

Retail clients

Custody

Filing as of Aug 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$342.9M

Below cohort median (national)

Discretionary AUM

$342.9M

Clients

371

371 accounts

Employees

Below cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jan 26, 2018
Principal office: 496 STATE RD, WEST TISBURY, MA, 02575
Phone: (508) 693-8850
Website: HTTP://WWW.MVINVESTMENTADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $342.9M
Discretionary AUM: $342.9M
Non-discretionary AUM: $0
Discretionary accounts: 371
Non-discretionary accounts: 0
Total accounts: 371
AUM per client: $924K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$8.0M
Charitable organizations	21	$54.9M
High net worth individuals	113	$208.1M
Banking or thrift institutions	Fewer than 5	$4.1M
State or municipal government entities	Fewer than 5	$3.3M
Individuals (other than high net worth individuals)	223	$64.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: Yes
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.